Analyst, Financial Planning and Analysis

Fordham Law Compliance Affinity Group; City of London; On-site; GBP 60,000 - 69,000; Full time

Job summary

A respected educational institution in London seeks an Analyst for Financial Planning and Analysis to support financial operations. Your role will involve developing financial models, preparing reports, and ensuring data accuracy. A Bachelor’s degree in relevant fields and a minimum of 3 years' experience in finance are required. This position offers a competitive salary ranging from $80,000 to $90,000 depending on experience and qualifications.

Benefits

Comprehensive benefits package

Flexible spending accounts

Tuition remission

Qualifications

• Minimum of 3 years of experience in budget planning, financial analysis, or accounting.
• Experience in building pro forma financial models for decision-making.
• Ability to present complex financial data to stakeholders.

Responsibilities

• Support the development of financial models and forecasts.
• Prepare financial reports to inform leadership decisions.
• Ensure financial data accuracy across reports.

Skills

Financial Reporting

Model Building

Data Analysis

Cash Management

Excel Proficiency

Education

Bachelor’s degree in Finance, Accounting, Business Administration, or related field

Tools

Banner

TM1

IBM Planning Analytics

Job description

Analyst, Financial Planning and Analysis

Founded in 1841, Fordham is the Jesuit University of New York, offering an exceptional education distinguished by the Jesuit tradition to more than 16,000 students in its nine colleges and schools. It has residential campuses in the Bronx and Manhattan, a campus in West Harrison, N.Y., the Louis Calder Center Biological Field Station in Armonk, N.Y., and the London Centre in the United Kingdom.

The University offers a comprehensive benefits package that includes medical, dental, and vision insurance; flexible spending accounts; retirement plans; life insurance; short and long-term disability; employee assistance program ( EAP ); tuition remission; and generous time off.

Successful candidates should have a knowledge of and commitment to the goals of Jesuit Education.

Title of Position

Analyst, Financial Planning and Analysis

Reporting to the Senior Director of Planning, Analytics and Risk, the Analyst, Financial Planning and Analysis supports the University’s financial operations and strategy by assisting in developing and maintaining routine financial reports, forecasts, and pro forma financial modeling that enable leaders to make data-informed decisions.

The position will also be asked to support budget development, budget entry, and manage data and reports within University financial systems (Banner, TM1, IBM Planning Analytics).

Essential Functions

Supports the development of short- and long-range financial models, including the annual operating budget and monthly forecasts.

Builds pro forma financial models to analyze the financial impact of strategic scenarios.

Assists with budget operations, including budget modifications, journal entries, and variance analyses.

Prepares and distributes regular financial reports and dashboards that inform leadership decision-making.

Ensures the accuracy of financial data across reports.

Partners with departments across the University to improve financial processes and reporting efficiency.

Recommends enhancements to forecasting, treasury, and reporting tools.

Contributes to special projects and ad hoc financial analyses.

Assists with cash management and treasury operations.

Essential Functions Note

This list is not intended to be an exhaustive list. The University may assign additional related duties as necessary.

Management Responsibilities

Not responsible for supervision or oversight of others.

Additional Functions

Required Qualifications: Education and Experience

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.

Minimum of 3 years of experience in budget planning, financial analysis, accounting, or a related area.

Required Qualifications: Knowledge and Skills

Ability to support the preparation of recurring and ad hoc financial reports.

Experience in building and analyzing models that project financial impacts of strategic actions to support leadership decision-making.

Knowledge of cash management processes, liquidity management, and cash flow forecasting.

Strong written and verbal communication skills to effectively present complex financial data to both financial and non-financial stakeholders.

High level of accuracy and attention to detail in financial analysis, reporting, and compliance.

Ability to work effectively with finance, legal, and operations teams to achieve organizational financial goals.

Proficiency in financial software tools and moderate to advanced Excel (pivot tables, VLOOKUPs, formulas).

Preferred Qualifications

MBA or relevant advanced degree.

Experience in budget planning, financial analysis, accounting, or a related area, preferably in higher education or a similarly complex organization.

Experience with enterprise systems such as Banner, PeopleSoft, TM1, or SAP.

Minimum Starting Salary

$80,000

Maximum Starting Salary

$90,000

Salary is commensurate with qualifications, experience, and skills.

Is this a Union position?

No

Posting Number

A989P

Number of Vacancies

1

Start Date

ASAP

Posting Date

12/01/2025

Special Instructions

EEO Statement

Fordham University is committed to excellence and welcomes candidates of all backgrounds.

Fordham University is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Physical Activity and Work Environment

Physical Activity

Sitting Nearly Continuously

Repetitive Hand Motion (such as typing)

Repetitive Hand Motion (such as typing) Nearly Continuously

Hearing, Listening, Talking Often

Standing

Standing Not Required

Walking

Walking Not Required

Running

Running Not Required

Bending, Stooping, Kneeling, squatting, Crouching, Crawling

Bending, Stooping, Kneeling, squatting, Crouching, Crawling Not Required

Climbing stairs Not Required

Climbing ladders

Climbing ladders Not Required

Reaching overhead

Reaching overhead Not Required

Pulling, pushing

Pulling, pushing Not Required

Shoveling

Shoveling Not Required

Lifting – up to 20 pounds

Lifting – up to 20 pounds Not Required

Lifting – up to 50 pounds

Lifting – up to 50 pounds Not Required

Lifting – over 50 pounds Not Required

Work Environment Office Environment: Employees are protected from weather conditions or contaminants, but not necessarily occasional temperature changes.

Documents Needed to Apply

Required Documents

• Resume
• Cover Letter

Optional Documents

Supplemental questions you will be required to answer on the application (No action is needed on this page)

Required fields are indicated with an asterisk (*).

• * Do you have a Bachelor’s Degree in Finance, Accounting, Business Administration, or a related field?
  • Yes
  • No
• * Do you have a minimum of 3 years of experience in budget planning, financial analysis, accounting, or a related area?
  • Yes
  • No
• * Are you proficient in financial software tools and moderate to advanced Excel (pivot tables, VLOOKUPs, formulas)?
  • Yes
  • No